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Jonathan Lewinsohn

Co-founder and Co-Managing Partner, Diameter Capital Partners · 2 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderinvestorexecutivediametercap.com ↗

In 2017, Lewinsohn co-founded Diameter Capital Partners alongside Scott Goodwin, building it into a global credit investment firm. Prior to Diameter, he was a Senior Managing Director at Centerbridge Partners and Head of North American Research at Anchorage Capital Group.

53statements → 17claims → 11claims resolved → 82%fully supported → 3.81/5average certainty → 2.06/5average debate potential → ≈4.5/5argument clarity, estimated →

9 supported 1 partly supported 1 contradicted 1 not yet assessed 5 not checkable as stated how the 17 claims stand · each chip opens the sources

5 predictions · 12 assertions · 7 opinions · 19 insights · 10 disclosures · every statement was checked. The predictions and assertions are the 17 claims: statements the public record can support or contradict. 11 are resolved, 1 is not yet assessed, and 5 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Jonathan argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Lewinsohn: Software accounts for 30% of direct lending portfolios
“You do have 30% of direct lending in the software space.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 19:42 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)

Their most notable contradicted claim

Assertion Contradicted
Lewinsohn: Unemployment among college graduates is currently nearly 9%
“Today, just sitting here with AI, not even really ready for prime time, and you have very high, I think almost nine percent unemployment from college grads.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 1:15:40 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
50% certainty 3
94% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Jonathan Lewinsohn on measured tape to publish a rate. This says nothing about how they speak.

Everything Jonathan Lewinsohn said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Lewinsohn: Credit investing requires legal analysis combined with macro and fundamental research
“We do a lot of things in credit that are in the shadow of the law. Right. Whether bankruptcy is coming or there's going to be litigation or what a document says, but that's not it. I also need to know what the price of oil is going to be. And I need to know wh…”
Jonathan Lewinsohn Aug 5, 2021 ▶ 16:33 Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
Disclosure
Lewinsohn: Diameter bought travel-sector distress in 2020 after sitting out 2017–2019
“And so that's why in a year like 2020, where there was sadly for the world, a lot of distressed, we got very involved in rental car companies and airlines and cruise lines. But for most of 1718, 19, we were just involved in a few situations on the sidelines an…”
Jonathan Lewinsohn Aug 5, 2021 ▶ 26:23 Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
Insight
Lewinsohn: Writing forces investors to cite sources and eliminates cognitive biases
“Writing is a very helpful thing to boil down very complicated things to yourself and to prove to yourself that you're right. Because when you write, you usually need sources. How do I know this? Where do I know this from? And in that COVID blog, we had links t…”
Jonathan Lewinsohn Aug 5, 2021 ▶ 44:51 Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
Disclosure
Diameter bought Claire's senior secured debt at 50 cents on dollar in 2017
“In retail, we invested in Claire's stores, which we really liked the fact that even though mall traffic was down a lot, we were able to buy Claire's senior secure debt at 50 cents on the dollar in 2017.”
Jonathan Lewinsohn Aug 5, 2021 ▶ 52:42 Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
Disclosure
Diameter allocated mid-thirties percent of flagship fund to distressed debt during COVID peak
“We've had in the mid thirties percent of the book in the main fund during the peak of COVID in distressed, but we could have more than that and then add another 30 to 40% of the book in stressed.”
Jonathan Lewinsohn Aug 5, 2021 ▶ 53:57 Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)

Appearances (2)

EpisodeDateSpeaking time
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484) Feb 2, 2026 1h 1m
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05) Aug 5, 2021 41m
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